Fiscal Fitness
Your Roadmap to Financial Health
The Course launches September 2024 - Sign up now to be on the list and receive monthly updates.
Have you ever felt that:
You should be taking home more money each month?
Your money isn’t “working for you”?
You rotate between feeling financially savvy and feeling lost?
Financial fitness is a unique skill set that doesn’t come naturally to all agents.
It requires discipline, focus, and patience, which takes a different energy than prospecting and growing top-line revenue.
In this class we will explore how to think like a financial expert. Together we will:
1. Set up a business plan and budget
2. Build your financial team
3. Choose your appropriate business entity structure
4. Develop an appropriate retirement plan
5. Set up your investment structure and diversified investment portfolio
6. Grow your business in a way that allows it to be sellable later – if you choose
Ready to Learn More?
Sign up for our highly acclaimed 3 hour class plus one deep dive into one of three following topics:
- Building a business plan
- Finding and hiring the financial planner for your needs
- Purchasing real estate in your IRA
The early bird price is $299 and each deep dive is $49.
Your price for the core class and one deep dive is $99 if you sign up by September 15th.
The course launches September 2024 - sign up now to be on the list!